See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,284 | $190,805-59.5% | $159,960-51.7% | $134,475-42.5% |
| Participation rate | 52.4% | 81.9%-29.5pp | 78.0%-25.6pp | 81.2%-28.8pp |
| Annual return | -18.28% | 552.23%-570.5pp | 408.60%-426.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,078 | $4,995-58.4% | $4,226-50.8% | $4,740-56.2% |
| Participant deferral / active EE | $3,336 | $6,923-51.8% | $6,182-46.0% | $6,400-47.9% |
| Admin fee / account holder | $9,442 | $10,471-9.8% | $8,698+8.6% | $11,426-17.4% |